parenteral drug delivery market trends...(irinotecan hydrochloride) formulation may realize promise...
TRANSCRIPT
Parenteral Drug Delivery Market Trends Kurt R. Sedo
Vice President, Operations PharmaCircle LLC
Sunny Isles Beach, FL
Parenteral Drug Delivery Market Trends
• Pipeline/Products Overview • Device Based Technology Trends
– Autoinjectors, pens, prefilled syringes, patch pumps…
• Formulation Based Technology Trends – Targeted Delivery, Drug Conjugates, Injectable Depot
• Other Technologies – Concentrated/Viscous, Stability, Injection Site Absorption Enhancers
• Key Approvals in Last 5 years • Drug Delivery
– Technologies, Deals, Analysis
• Venture Capital Investments • Conclusions
Overview: Innovator Products and Pipeline
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14000
Route: Marketed vs Pipeline
Marketed
Pipeline
DD 38% Non-DD
62%
Marketed Products
DD 37%
Non-DD 63%
Pipeline Programs
Drug Delivery Pipeline Analysis
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4000
DD Pipeline by Phase/Route
Phase 3
Phase 2
Phase 1
Preclinical
Research
0 100 200 300 400 500 600 700 800 900
DD Pipeline Moved to Clinic 2017 - 2018
2017
2018
Trends: 2017 Innovator Approvals
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10
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70
2017 Innovator Approvals by Route
FDA
EMA
Trends: 2017 Innovator Approvals
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60
70
Injection Injection Solution Injection Lyophilized Powder for
Solution
Injection Lyophilized Powder for Suspension
Injection Suspension
Injection Emulsion
2017 Innovator Approvals Injection Dosage Forms
FDA
EMA
Key Product Sales: 2003, 2010, 2017
Blue highlight cells are injectable. Blue italics have injectable formulation available in franchise in that year.
Overview/Trends: Injectables
• Injectables Taking Over Pipeline • Devices, Devices, Devices…
– Multiple device strategies incorporated into first approvals (e.g. Repatha, Aimovig)
• Delivery of High Volume and/or Viscous Biologics
• Trending Formulation Approaches – Biologic Formulation Stabilization – Controlled Release SC/IM (e.g. Depot) – Controlled Release IV (e.g. PEG, Fc) – Targeted (ADC, Nanoparticles) – Nucleic Acid Delivery – Cell Therapy – Local Delivery
0 20 40 60 80
100 120 140 160 180
Injection Device Approvals 2012-2018
Injectable Marketed Product Analysis
small molecule
64%
protein 17%
peptide 7%
antibody 5%
carbohydrate 5%
Other 2%
Marketed Injectables by Molecule Type
0
500
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Marketed Injectables by Indication
Injectable Marketed Product Analysis
Infusion IV 28%
Injectable IM 22%
Injectable SC 20%
Injectable IV 20%
Intradermal 2%
Intraarticular 1%
Infusion SC 1%
Other 6%
Marketed Injectables by Route
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7000
8000
Marketed Injectables by DD Category
Injectable Pipeline Analysis
antibody 32%
small molecule
18% protein 13%
cell based 13%
peptide 10%
gene 7%
oligo 2%
RNA 3%
other 2%
Injectable Pipeline by Molecule Type
0
1000
2000
3000
4000
5000
6000
Injectable Pipeline by Indication
Infusion IV 34%
Injectable SC 22%
Injectable IV 17%
Injectable IM 10%
Intradermal 4%
Intravitreal 2%
Other 11%
Injectable Pipeline by Route
Injectable Pipeline Analysis
0 1000 2000 3000 4000 5000 6000 7000 8000 9000
Injectable Pipeline by DD Category
Injectable Pipeline/Product Analysis
Solution 59%
Suspension 16%
Lyo/Powder 19%
Emulsion 2%
Other 4%
Injectable Pipeline Dosage Form
Solution 66%
Lyo/Powder 23%
Suspension 8%
Emulsion 1%
Other 2%
Injectable Marketed Dosage Form
Evolution of Device Development
1998 2004 2017 2006
Enbrel
Past: Devices as LCM Strategy
2015
Present: Multiple Devices at Launch and Compressed LCM
2016
Repatha
Injectable Nanoparticles
0
50
100
150
200
250
300
350
400
Injectable Nanoparticles by Phase
Marketed
Approved
Registration
Phase 3
Phase 2
Phase 1
Preclinical
Research
Drug Conjugates
0
100
200
300
400
500
600
700
800
Drug Conjugates by Phase
Marketed
Approved
Registration
Phase 3
Phase 2
Phase 1
Preclinical
Research
Injectable Depot
0
50
100
150
200
250
Injectable Depot Products/Pipeline
Marketed
Reg/Approved
Phase 3
Phase 2
Phase 1
Research/Pre
Injectable Depot
0
50
100
150
200
250
Injectable Depot Indications
LCM Case Study: Risperidone
Product Approval (US)
Risperdal Oral Tablet
1993
Risperdal Oral Solution
1996
Risperdal M-Tab ODT
2003
Risperdal Consta Injectable (1 x 2 weeks)
2003 0
500
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3000
3500
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4500
5000
Wo
rld
Sal
es
Mil
$
LCM Risperdal Franchise
Risperdal Total
Risperdal Injectable
Risperdal Oral
Risperdal Consta utilizes MedisorbTM PLGA depot technology
LCM Case Study: Paliperidone
Product Approval (US)
Invega ER Oral Tablet
2006
Invega Sustenna Injectable (1 x month)
2009
Invega Trinza Injectable (1 x 3 months)
2015
0
500
1000
1500
2000
2500
3000
3500
Wo
rld
sal
es
Mil
$
LCM Paliperidone Franchise
Invega Total
Invega Oral
Invega Injectable
Paliperidone is active component of risperidone Invega ER utilizes OROSTM technology Sustenna/Trinza utilize NanoCrystalTM Technology
LCM Case Study: Risperidone Product Approval
(US)
Risperdal Oral Tablet
1993
Risperdal Oral Solution
1996
Risperdal M-Tab ODT
2003
Risperdal Consta Injectable
2003
Invega ER Oral Tablet
2006
Invega Sustenna Injectable
2009
Invega Trinza Injectable
2015
0
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Wo
rld
Sal
es
Mil
$
LCM Risperidone Franchise
Franchise Total
Risperdal Total
Invega Total
Janssen: Risperdal/Invega Franchise
Risperdal Tablet 1993 Risperdal M-Tab 2003 Risperdal Oral Solution 1996 Risperdal Consta 2003
Invega ER 2006
Invega Sustenna 2009 Invega Trinza 2015
Injectable High Concentration/Viscosity
• Concentration/dose of injectable biologics (e.g. Mabs) is increasing resulting in need to deliver viscous/concentration solutions and suspensions.
0
50
100
150
200
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300
350
<50 mg 50-100 mg 100-250 mg 250-500 mg >500 mg
Non-Cancer
Cancer
1047 Mabs from Phase 1 to Market
Notable Approvals: 2014 Product Notable
HyQvia Injection Solution (immunoglobulin G)
A novel formulation approach incorporating a proprietary enzyme to digest hyaluronic acid and permit a product normally administered by slow IV infusion to be delivered SC. Can be administered at home with portable infusion pumps. Other products approved with Halozyme’s Enhanze technology (Rituxan, Hercpetin).
Neulasta OnPro (empegfilgrastim)
The dose is administered over an extended period for improved tolerability. Compliance and convenience is also improved. Wearable/On body injector space very active.
Notable Approvals: 2014
Product Notable
Plegridy (peginterferon beta-1a)
More oral treatments available for MS. Moves to dosing every 2 weeks. Available in patient friendly PFS and pen formats.
Alprolix (eftrenonacog alfa)
Protein-immunoglobulin fusions represent a next generation prodrug approach that blurs the line between protein engineering and traditional formulation.
Notable Approvals: 2014
Product Notable
Bydureon Dual (exenatide)
Bydureon Dual provides incremental injectable delivery format/device convenience improvements that should translate into better compliance and therapeutic outcomes. New improved device approved in 2017.
Evzio (naloxone)
Effectively a multimedia delivery device, Evzio provides printed and audio dosing instructions to allow untrained individuals to quickly and effectively administer the dose. Reportedly easier to administer without training than nasal Narcan. Good press coverage but not necessarily translating into sales.
Notable Approvals: 2014 Product Notable
Xultophy Pen (insulin degludec, liraglutide)
Combination product incorporates the latest generation Novo Nordisk dose-adjustable prefilled insulin syringe system providing easier use and greater accuracy. 1 X day dosing.
Trulicity Pen (dulaglutide)
Fc fused proteins in a patient friendly injection system intended to provide an extended duration of action (1 X week dosing) while encouraging patient compliance.
Notable Approvals: 2014 Product Notable
Copaxone Concentrated (glatiramer acetate)
A simple lifecycle management high-dose formulation that enhances convenience and promises to extend the commercial prospects of the Copaxone franchise.
Eloctate (efmoroctocog alfa)
An Fc fusion protein for the treatment of hemophilia permitting an extended dosing interval of every four days for prophylaxis.
Notable Approvals: 2015 Product Notable
Adynovate (rurioctocog alfa pegol)
PEG enabled product with twice weekly dosing versus 3-5 times a week.
Onivyde (irinotecan hydrochloride)
Formulation may realize promise of liposomes and irinotecan in a challenging indication.
Notable Approvals: 2015 Product Notable
Invega Trinza (paliperidone palmitate)
Logical lifecycle follow-on three month IM NanoCrystal formulation to complement oral Invega ER Tablets (2006)
and Invega Sustenna (2009) one month IM products for treatment of schizophrenia
Aristada (aripiprazole lauroxil)
Prodrug approach to provide extended circulating levels of well known drug aripiprazole. Dosing once every 4, 6, 8 weeks. Aristada Initio with NanoCrystalTM
technology approved 2018 provides alternative regimen to initiate patients onto any dose of ARISTADA.
Notable Approvals: 2015
Product Notable
Duodopa (levodopa, carbidopa)
Infuses a gel of levodopa/carbidopa into the jejenum via a percutaneous endoscopic gastrostomy with an outer transabdominal tube and an inner intestinal tube. $430 million sales in 2018.
Repatha (evolocumab)
Autoinjector and PFS solutions for high cholesterol management. Multi-device approval and launch. Wearable injector approved 2016.
Notable Approvals: 2015 Product Notable
Praluent (alirocumab)
In same space as Repatha but with a single injection once every two weeks. Multi-device approval (PFS, Pen/Autoinjector). New device to deliver 300 mg dose, 1X monthly in one injection in Phase 3.
Toujeo SOLOSTAR (insulin glargine)
Successor to Lantus SOLOSTAR. Offers better night time hypoglycemia control with lower volume of injection. Lifecycle enhancement product that brings additional patient benefits.
Notable Approvals: 2016
Product Notable
Strimvelis (Europe)
CD 34+ cells transfected with the ADA gene. Approach promises long term, possibly life long treatment and suggests opportunities in other genetic diseases currently treated with replacement protein therapies. Issue is very high $$$.
Sustol (granisetron)
Other anti-emetics have a duration of action up to 48 hours. Sustol depot offers 5 days of protection.
Notable Approvals: 2016 Product Notable
Zalmoxis (Europe) Adjunctive therapy to stem cell transplantation represents one of the future directions for drug delivery, the incorporation of a cellular “factory” in transplanted cells
Repatha SmartDose (evolocumab)
Third device in franchise. Wearable/On Body injector provides much more convenient dosing for large volume injection (3.5 mL)
Notable Approvals: 2017 Product Notable
Luxturna (voretigene neparvovec)
It seems to be an ideal indication for early gene therapy to explore; a clear mechanism of action, localized condition and one time therapy. Limited potential for life threatening adverse event.
Zilretta (triamcinolone acetonide)
Logical therapeutic option for intra-articular injection of corticosteroids. PLGA based technology provides 4 fold extension of half-life.
Notable Approvals: 2017 Product Notable
Sublocade (buprenorphine)
Faced with branded and generic competitors to their sublingual buprenorphine franchise, Indivor has added a long action depot formulation (up to six months) in PFS with safety needle. Analysts project sales reaching $800 million by 2023.
Oncaspar (pegaspargase)
Oncapsar has been mainstay of pediatric ALL treatment for almost 3 decades. More stable lyophilized formulation will reduce availability issues seen with other formulations.
Notable Approvals: 2017 Product Notable
Enbrel Mini Cartridge (etanercept)
Designed as follow on to PFS and Pen presentations. The new single use injector is intended to ensure more consistent dosing by limiting the potential points of patient confusion.
Bydureon Bcise (exenatide)
The new autoinjector provides significant patient-use improvements over previous dual chamber injector. Diabetes device space is very competitive Once a week dosing is not enough without easy-to-use device.
Notable Approvals: 2017 Product Notable
Ozempic (semaglutide)
Once/twice weekly dosing in FlexTouch injection pen. Potential for additional oral therapy of semaglutide as well (Phase 3)
Vyxeos (daunorubicin, cytarabine)
Combination liposome that provides molar ratios of drugs in a synergistic fashion. Analyst sales projection of $300 million by 2022.
Notable Approvals: 2017 Product Notable
Yescarta (axicabtagene ciloleucel)
Patient T-cells are transected ex-vivo with a retroviral construct coding the specific CD-19 targeted antigen. Analyst sales projection of $2 billion by 2022.
Kymriah (tisagenlecleucel)
CART-T immunotherapy from Novartis. Analyst sales projection of $1 billion by 2022 mostly in Europe
Notable Approvals: 2018 Product Notable
Onpattro (patisiran)
First commercialized RNAi therapy. 2021 sales projected to be $1.1 billion.
Dexycu (dexamethasone)
Single administration (intracameral/intraocular injection) of a corticosteroid post cataract surgery eliminates non-compliance
Notable Approvals: 2018 Product Notable
Lumoxiti (moxetumomab pasudotox-tdfk)
CD22-directed immuno/cytotoxin ADC. First-in-class treatment in the US for adult patients with relapsed or refractory hairy cell leukemia (HCL)
Xyosted (testosterone enantate)
Once weekly male testosterone treatment in an easy to use device.
Notable Approvals: 2018 Product Notable
Buvidal (buprenorphine)
First long acting treatment for opioid dependence approved in EU. Launched in January 2019 as once weekly and once monthly. Tentative US approval in December 2018 (Brixadi). Liquid lipid formulation.
Perseris (risperidone)
Once a month delivery of well established schizophrenic drug risperidone. Atrigel PLGA technology. Peak net revenues expected to be $200 to $300 million.
Notable Approvals: 2018 Other Notables
Multiple Device Based Novo FlexPen insulins Tegsedi PFS (inotersen sodium)
Actemra Auto-Injector (tocilizumab) Xolair PFS (omalizumab)
Makena SC Auto-injector (7 alpha-hydroxyprogesterone caproate)
Emgality PFS/Autoinjector (galcanezumab-gnlm) Toujeo Max SoloSTAR (insulin glargine)
Aimovig PFS/Autoinjector (erenumab-aooe)
Biosimilar Devices Fulphila PFS (pegfilgristam-jmdb)
Hyrimoz PFS/Pen (adalimumab-adaz)
Udencya PFS (pegfilgrastim-cbqv)
Nivestym PFS (filgrastim-aafi)
Ilumya PFS (tildrakizumab-asmn)
Notable Approvals: 2018 Other Notables
Multiple Peg
Jivi (damoctocog alfa pegol)
Revcovi (elapegademase-lvlr)
Palynziq PFS (pegvaliase-pqpz)
Multiple Depot Perseris (risperidone)
Buvidal (buprenorphine)
Aristada Initio (aripiprazole lauroxil) Note: All supplied in PFS
Innovative Pipeline: Injectables Program Technology Innovation
Adocia Pramlintide Insulin Combo
BioChaperone® technology enables the solubilization and stabilization of pramlintide in a ready-to-use co-formulation with insulin. Positive first clinical results reported in September 2018.
(Image Source : Adocia Website)
PharmaCyte ifosfamide
Cell-in-a-Box® is a cellulose base technology that encapsulates genetically modified cells that covert cancer drug (e.g. ifosfamide) at local site (e.g. pancreas) which reduces dose/toxicity. In Phase 2 for Pancreatic Cancer. Also planned to be used to produce insulin (Pre Clinical).
(Image Source : PharmaCyte Website)
Beta Bionics Ilet Bionic Pancreas
Pocket-size fully integrated wearable system that autonomously measure glucose levels every five min and then releases the needed insulin and/or glucagon automatically. The iLet learns over time from its performance and can change its dosing if blood sugars are running consistently high or low. In home clinical trials started July 2018. Additional trial January 2019
(Image Source : Beta Bionics Website)
Drug Delivery Technologies
0
500
1000
1500
2000
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3000
3500
Technology Count by DD Category
Injectable Targeted
39%
Injection Systems
31%
Conjugates 14%
Depot 10%
Conc/Viscous 4%
Injectable Water Insoluble
2%
Absorption Enhancers
<1%
Injectable DD Technologies
Drug Delivery Deals
Injection 41%
Oral 17%
Skin 12%
Other 11%
Transmucosal 9%
Inhalation 6%
Ophthalmic 4%
Otic <1%
Drug Delivery Related Deals 2010-2018
Injection 46%
Oral 13%
Skin 7%
Other 18%
Transmucosal 6%
Inhalation 6% Ophthalmic
4%
Otic <1%
Drug Delivery Technology Deals 2010-2018
Injectable Drug Delivery Deals
Injectable Targeted
42%
Conjugates 21%
Injection Systems
16%
Injectable Depot
8%
Other 6%
Conc/Viscous 3%
Injectable Water Insoluble
3%
Absorption Enhancers
1%
Injectable Drug Delivery Related Deals 2010-2018
Injectable Targeted
44%
Conjugates 19%
Injection Systems
19%
Injectable Depot
8%
Other 1%
Conc/Viscous 6% Injectable
Water Insoluble
2%
Absorption Enhancers
1%
Injectable DD Technology Deals 2010-2018
DD Venture Capital Funding Since 2010
Injection 45%
Oral 29%
Skin 8%
Ophthalmic 4%
Other 5% Inhalation
3%
Transmucosal 3%
Medical Devices
3%
Venture Capital Funding by DD Category
USA 74%
UK 6%
Germany 3%
France 2% Switzerland
2%
Canada 2%
China 2%
Israel 1%
Netherlands 1%
Belgium 1%
Europe, Other
4%
Japan, Asia,
Oceania 2%
Venture Capital Funding By Region
Closing Observations/Comments
• Drug Delivery Applied Across Products/Pipeline – ~40% apply DD technology (> trend)
• Injectables becoming majority of pipeline/focus – Injection based devices and delivery of biologics
• Needs Based Approach to DD Technology/Product Development – Right technology/route for right product
– Opportunities exist outside biologics!!!
Acknowledgements
• PharmaCircle Drug Delivery Team – Tugrul Kararli, PhD, MBA
– Esay Okutgen, PhD
– Guniz Iskender, PhD
– Omer Sarioglu, PhD
– Selda Candan, MS